Company VZ Holding AG

Equities

VZN

CH0528751586

Investment Management & Fund Operators

Real-time Estimate Cboe Europe 12:20:00 2024-03-28 pm EDT 5-day change 1st Jan Change
110 CHF 0.00% Intraday chart for VZ Holding AG +0.73% +12.42%

Business Summary

VZ Holding AG is a Switzerland-based holding company engaged in the provision of financial advisory services. It advises individuals and companies on various aspects of investment, mortgage, tax, insurance, retirement and estate planning. The Company operates two business segments: private client segment and corporate client segment. The private client segment focuses on financial consulting and wealth management services, as well as banking services, aimed at wealthy private individuals aged 50 or over. The corporate client segment focuses on the consultancy activities relating to benefit planning, insurance and risk management, as well as cooperates within a framework of an insurance management mandate. The key service in this segment is the administration of pension fund solutions, as well as managing pension funds. The Company operates through wholly owned subsidiaries in Switzerland and Germany, as well as through a minority owned subsidiary Frueh & Partner Vermoegensverwalt AG.

Number of employees: 1,391

Sales per Business

CHF in Million2022Weight2023Weight Delta
Financial Services
100.0 %
414 100.0 % 464 100.0 % +12.06%

Sales per region

CHF in Million2022Weight2023Weight Delta
Switzerland
94.9 %
414 100.0 % 440 94.9 % +6.31%
Europe
5.1 %
-- 24 5.1 % -

Managers

Managers TitleAgeSince
Chief Executive Officer 64 91-12-31
Director of Finance/CFO 47 17-09-30
Investor Relations Contact - -
Corporate Officer/Principal 40 -
Corporate Officer/Principal 41 04-12-31

Members of the board

Members of the board TitleAgeSince
Chairman 64 01-12-31
Director/Board Member 59 14-01-07
Director/Board Member 63 13-12-31
Director/Board Member 63 99-12-31
Director/Board Member 63 05-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 40,000,000 13,488,242 ( 33.72 %) 629,878 ( 1.575 %) 33.72 %

Shareholders

NameEquities%Valuation
24,441,789 61.10 % 3 081 M CHF
500,775 1.252 % 63 M CHF
Lorenz Heim
0.6803 %
272,104 0.6803 % 34 M CHF
Universal-Investment-Gesellschaft mbH (Invt Mgmt)
0.5624 %
224,940 0.5624 % 28 M CHF
Tom Friess
0.5590 %
223,615 0.5590 % 28 M CHF
Union Bancaire Privée, UBP SA
0.4679 %
187,144 0.4679 % 24 M CHF
zCapital AG
0.3750 %
150,000 0.3750 % 19 M CHF
129,335 0.3233 % 16 M CHF
Otus Capital Management Ltd.
0.2670 %
106,785 0.2670 % 13 M CHF
FIL Investments International (Italy)
0.2456 %
98,231 0.2456 % 12 M CHF

Company contact information

VZ Holding AG

Innere Güterstrasse 2

6300, Zug

+41 44 207 27 27

http://www.vermoegenszentrum.ch
address VZ Holding AG(VZN)

Group companies

NameCategory and Sector
Investment Managers
Regional Banks
Investment Managers
VZ Operations AG
Früh & Partner Vermögensberatung AG
Financial Conglomerates
Investment Managers

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
1
Last Close Price
110
Average target price
-
Consensus

Quarterly revenue - Rate of surprise